Sectors & Industries Financial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +32.52% per year, and are the best asset management stocks to buy now. Learn More.

Industry: Asset Management

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 101st ranked industry out of 145 stock market industries

Ticker	Company	Price	Volume	Vol 1d %	SMA 10	SMA 20	SMA 50	SMA 100	SMA 200	RSI	Stochastic %K	Stochastic %D	StochRSI %K	StochRSI %D	MACD	MACD Signal	MACD Histogram	Beta
BCIC	BCP INVESTMENT CORP	$11.83	17,100	-72.86%	12.17	12.62	12.31	12.17	12.45	36.72	3.02	2.85	3.96	5.06	-0.18	-0.03	-0.15	0.29
CION	CION INVESTMENT CORP	$9.52	276,000	-26.40%	9.84	9.90	9.70	9.87	9.84	40.17	4.23	7.76	3.85	4.81	-0.04	0.04	-0.08	0.77
FHI	FEDERATED HERMES INC	$54.33	226,000	-43.50%	52.89	51.71	50.36	51.45	46.95	72.07	94.38	89.08	100.00	95.28	1.04	0.76	0.28	0.80
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$6.33	461,000	-5.34%	6.45	6.57	6.45	6.58	7.31	37.83	8.96	12.88	4.15	6.55	-0.05	-0.01	-0.04	0.67
GCMG	GCM GROSVENOR INC	$11.53	296,000	-49.66%	11.57	11.29	11.37	11.95	12.15	54.89	76.74	74.34	66.91	65.45	0.07	0.04	0.04	0.69
AMG	AFFILIATED MANAGERS GROUP INC	$291.13	175,000	-52.57%	280.26	275.50	259.77	245.12	212.92	72.53	96.25	88.87	95.89	79.83	7.67	6.62	1.05	1.28
PSEC	PROSPECT CAPITAL CORP	$2.49	3,228,000	-22.83%	2.53	2.59	2.66	2.73	3.13	39.55	10.46	10.07	35.22	30.61	-0.06	-0.04	-0.01	0.76
NOAH	NOAH HOLDINGS LTD	$10.05	94,000	-12.96%	9.85	10.12	10.73	11.30	10.99	45.04	29.86	23.59	75.07	60.24	-0.26	-0.29	0.02	1.16
VCTR	VICTORY CAPITAL HOLDINGS INC	$64.23	119,000	-32.77%	63.76	63.22	63.23	66.02	63.90	55.00	82.78	71.73	88.08	77.79	0.26	0.09	0.16	1.23
AAMI	ACADIAN ASSET MANAGEMENT INC	$48.41	44,600	-86.69%	47.97	46.81	46.07	46.71	38.86	59.53	79.31	77.10	48.46	50.44	0.83	0.68	0.15	1.13
HTGC	HERCULES CAPITAL INC	$18.49	337,000	-61.18%	18.62	18.61	18.03	18.50	18.35	52.59	13.49	22.79	5.59	2.17	0.13	0.20	-0.06	0.78
TROW	PRICE T ROWE GROUP INC	$104.68	535,000	-67.26%	104.14	104.04	102.95	104.36	99.60	54.83	56.29	49.72	29.63	20.65	0.46	0.46	-0.00	1.36
PAX	PATRIA INVESTMENTS LTD	$15.96	156,000	-61.00%	15.78	15.56	15.05	14.56	13.47	62.36	52.25	47.19	41.69	32.69	0.25	0.25	-0.00	1.01
IVZ	INVESCO LTD	$27.21	1,296,000	-51.64%	26.69	25.99	24.41	23.29	19.46	67.10	90.11	89.25	62.62	65.83	0.83	0.78	0.05	1.49
HLNE	HAMILTON LANE INC	$138.64	232,000	-37.80%	133.96	129.40	125.33	135.18	142.90	69.10	93.08	92.34	99.83	96.93	3.29	2.16	1.12	1.33
WT	WISDOMTREE INC	$12.55	881,000	-67.88%	12.10	11.70	11.78	12.70	11.41	67.39	91.20	94.84	90.91	96.17	0.24	0.08	0.15	1.05
SSSS	SURO CAPITAL CORP	$9.25	58,000	-9.94%	9.28	9.36	9.39	9.16	7.84	47.54	40.79	44.15	56.41	60.14	-0.04	-0.03	-0.01	1.00
BEN	FRANKLIN RESOURCES INC	$24.18	1,014,000	-58.53%	23.86	23.40	22.84	23.65	22.54	63.34	82.41	82.74	62.78	81.46	0.43	0.32	0.10	1.22
VINP	VINCI COMPASS INVESTMENTS LTD	$13.16	50,000	-30.56%	13.04	12.72	12.08	11.16	10.44	66.54	86.90	82.61	53.67	46.76	0.32	0.32	0.00	0.87
TPG	TPG INC	$65.19	587,000	-44.31%	65.95	63.55	58.98	59.58	54.83	60.69	60.05	61.62	10.91	14.98	2.06	2.20	-0.15	1.49
SEIC	SEI INVESTMENTS CO	$85.37	280,000	-65.04%	83.72	82.39	81.71	84.30	83.37	65.19	83.84	84.30	91.55	93.24	0.95	0.52	0.43	0.95
WHF	WHITEHORSE FINANCE INC	$7.02	280,000	-37.78%	7.22	7.35	7.19	7.62	8.42	42.47	10.73	8.93	10.36	4.36	-0.06	0.01	-0.08	0.37
GSBD	GOLDMAN SACHS BDC INC	$9.60	966,000	-34.55%	9.74	9.88	9.82	10.38	10.86	38.80	9.28	8.69	3.47	1.16	-0.07	-0.03	-0.04	0.60
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$41.74	117,000	-53.20%	41.59	41.69	42.64	44.05	42.77	47.46	57.37	55.70	64.21	57.46	-0.25	-0.34	0.09	1.29
BX	BLACKSTONE INC	$155.57	1,433,000	-43.09%	153.28	151.81	149.44	160.78	153.11	59.23	74.81	69.07	54.22	45.85	1.75	1.24	0.50	1.63
PSBD	PALMER SQUARE CAPITAL BDC INC	$12.17	63,600	-70.56%	12.05	12.15	12.20	12.80	13.27	51.31	54.17	45.83	83.39	68.32	-0.04	-0.05	0.01	0.43
CSWC	CAPITAL SOUTHWEST CORP	$21.70	166,000	-58.40%	21.78	21.80	21.09	21.70	21.54	53.53	22.51	22.47	7.44	4.37	0.13	0.21	-0.08	0.68
SII	SPROTT INC	$100.25	104,000	-36.97%	96.25	93.92	88.66	80.49	69.05	66.67	85.30	85.96	93.74	82.54	3.17	2.60	0.57	0.85
CRBG	COREBRIDGE FINANCIAL INC	$30.66	898,000	-57.96%	31.13	30.60	30.49	31.91	32.06	50.93	36.19	41.46	14.76	24.59	0.19	0.19	-0.00	1.26
FDUS	FIDUS INVESTMENT CORP	$19.03	146,000	-48.77%	19.45	19.63	19.90	20.38	20.24	35.86	10.84	10.82	10.19	3.40	-0.23	-0.13	-0.10	0.51
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.74	477,000	-12.64%	1.79	1.82	1.85	1.95	2.18	35.11	13.96	10.21	7.21	3.60	-0.03	-0.02	-0.01	0.51
AMP	AMERIPRISE FINANCIAL INC	$500.97	270,000	-36.92%	493.00	481.22	469.93	484.71	493.58	69.39	87.80	83.54	66.16	61.78	8.82	7.12	1.70	1.21
ALTI	ALTI GLOBAL INC	$4.78	47,700	-37.24%	4.92	4.61	4.19	4.10	3.83	57.85	45.57	52.21	8.80	19.49	0.20	0.23	-0.03	0.49
ARES	ARES MANAGEMENT CORP	$169.06	645,000	-55.36%	170.59	167.30	156.41	165.09	163.62	57.49	44.77	42.94	17.22	12.48	3.84	4.48	-0.64	1.49
VRTS	VIRTUS INVESTMENT PARTNERS INC	$166.56	39,000	-53.57%	165.61	163.11	165.11	179.25	177.55	54.01	59.08	52.21	60.50	54.56	0.27	-0.34	0.61	1.38
OFS	OFS CAPITAL CORP	$4.60	74,000	-66.36%	4.92	4.98	5.52	6.86	7.76	34.19	13.39	13.86	7.52	10.79	-0.21	-0.20	-0.01	0.46
TCPC	BLACKROCK TCP CAPITAL CORP	$5.35	466,000	-60.94%	5.67	5.87	5.78	6.24	6.86	29.52	3.94	3.62	2.78	0.93	-0.12	-0.04	-0.09	0.63
PFG	PRINCIPAL FINANCIAL GROUP INC	$89.59	455,000	-48.88%	89.77	88.03	84.44	82.45	80.47	62.33	62.55	64.00	11.80	15.22	1.53	1.64	-0.11	1.04
CNS	COHEN & STEERS INC	$63.22	62,000	-55.07%	62.83	62.44	64.97	67.88	72.35	50.58	83.02	77.68	98.71	94.19	-0.32	-0.66	0.34	1.08
TRIN	TRINITY CAPITAL INC	$15.14	1,115,000	-19.73%	15.14	15.01	14.88	15.32	15.02	54.62	66.00	68.63	37.65	44.97	0.10	0.08	0.01	0.62
KKR	KKR & CO INC	$130.78	1,199,000	-59.12%	133.55	130.77	124.00	130.86	127.07	53.59	28.85	35.71	2.40	3.37	2.34	2.93	-0.59	1.65
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.02	66,000	-52.17%	39.52	40.49	39.97	39.51	39.52	40.96	6.04	6.32	2.15	1.39	-0.30	-0.04	-0.26	0.96
NMFC	NEW MOUNTAIN FINANCE CORP	$9.06	382,000	-62.48%	9.29	9.49	9.48	9.76	10.13	35.51	8.63	7.97	12.73	8.61	-0.12	-0.05	-0.07	0.52
SLRC	SLR INVESTMENT CORP	$15.26	222,000	-8.64%	15.50	15.74	15.35	15.64	15.92	39.80	10.04	7.98	3.19	1.63	-0.05	0.05	-0.10	0.60
BK	BANK OF NEW YORK MELLON CORP	$118.22	1,424,000	-46.41%	116.36	115.04	110.99	108.11	97.85	66.28	72.07	63.03	46.97	37.92	1.86	1.81	0.05	0.91
OWL	BLUE OWL CAPITAL INC	$15.46	11,490,000	60.09%	15.65	15.67	15.57	16.86	17.94	48.56	24.49	29.17	20.17	18.54	0.06	0.08	-0.02	1.44
GECC	GREAT ELM CAPITAL CORP	$6.75	40,700	-47.82%	7.03	7.39	7.54	9.03	9.76	34.90	9.80	9.03	17.56	14.99	-0.28	-0.21	-0.07	0.22
PX	P10 INC	$10.06	117,000	-51.65%	10.06	9.88	10.04	10.94	11.00	53.05	49.36	50.03	30.69	31.95	0.02	-0.01	0.03	0.98
STT	STATE STREET CORP	$132.22	567,000	-79.05%	129.04	125.49	119.75	116.54	106.35	73.58	94.42	88.49	63.33	57.71	3.45	3.07	0.38	1.16
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$13.82	402,000	-19.92%	13.99	14.19	14.07	14.47	14.96	42.11	7.94	10.88	8.60	9.93	-0.09	-0.02	-0.08	0.59
PNNT	PENNANTPARK INVESTMENT CORP	$5.87	324,000	-45.64%	5.92	5.91	6.22	6.59	6.70	41.81	27.77	36.21	49.97	55.60	-0.10	-0.11	0.01	0.65
BXSL	BLACKSTONE SECURED LENDING FUND	$27.08	740,000	-54.32%	27.59	27.79	27.01	27.71	29.41	42.59	8.19	9.98	3.90	1.30	0.04	0.21	-0.17	0.49
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$15.13	25,100	-32.71%	15.20	14.85	14.37	15.17	15.40	58.29	60.96	64.77	20.26	20.74	0.27	0.26	0.01	0.76
APO	APOLLO GLOBAL MANAGEMENT INC	$148.85	884,000	-58.98%	147.75	142.14	133.23	134.42	135.80	69.36	82.67	80.28	47.79	51.23	4.67	4.49	0.18	1.47
ARCC	ARES CAPITAL CORP	$20.00	2,568,000	-47.33%	20.23	20.52	20.25	20.87	21.29	39.86	11.44	9.98	4.09	1.65	-0.10	0.00	-0.10	0.70
GLAD	GLADSTONE CAPITAL CORP	$20.36	94,000	-73.89%	20.84	21.01	20.14	22.20	24.42	43.09	12.31	12.05	7.31	2.44	0.02	0.17	-0.15	0.71
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$11.43	496,000	-61.04%	11.65	11.89	11.93	12.20	12.36	35.28	8.45	8.52	8.01	6.37	-0.14	-0.08	-0.06	0.76
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$6.30	170,000	-50.44%	6.34	6.46	6.05	6.13	6.45	50.05	26.52	24.01	19.41	16.30	0.03	0.10	-0.06	0.74
BN	BROOKFIELD CORP	$46.61	1,273,000	-46.15%	45.62	46.15	45.64	45.22	41.79	56.71	58.29	45.08	66.04	50.30	0.08	0.06	0.02	1.35
FSK	FS KKR CAPITAL CORP	$14.51	1,654,000	-47.87%	14.94	15.32	15.28	16.04	18.40	31.44	5.71	5.43	2.76	0.92	-0.24	-0.12	-0.12	0.71
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$13.68	105,000	-57.66%	14.21	14.49	14.34	14.76	15.51	33.85	5.61	6.18	2.85	0.95	-0.16	-0.03	-0.13	0.43
TSLX	SIXTH STREET SPECIALTY LENDING INC	$21.48	161,000	-73.86%	21.82	21.99	21.82	22.66	22.60	42.53	9.42	7.41	5.82	1.94	-0.08	0.02	-0.10	0.56
GBDC	GOLUB CAPITAL BDC INC	$13.42	1,196,000	-36.18%	13.60	13.89	13.91	14.13	14.44	35.44	8.38	8.07	6.51	3.59	-0.15	-0.07	-0.07	0.51
WTF	WATON FINANCIAL LTD	$3.22	4,300	-83.40%	3.26	3.20	4.27	4.86	N/A	42.19	36.80	46.27	66.60	78.49	-0.27	-0.36	0.09	0.83
NTRS	NORTHERN TRUST CORP	$140.70	301,000	-79.68%	139.32	136.02	130.91	130.16	119.05	69.70	92.84	90.08	55.78	56.27	2.86	2.57	0.29	1.08
BLK	BLACKROCK INC	$1,088.96	195,000	-26.42%	1,079.51	1,070.27	1,080.30	1,108.60	1,045.48	56.13	64.52	57.35	65.85	52.96	3.39	0.20	3.19	1.20
BUR	BURFORD CAPITAL LTD	$9.00	1,203,000	9.56%	9.12	9.22	9.50	11.15	12.24	42.45	34.02	41.29	34.73	52.90	-0.11	-0.14	0.03	1.02
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$53.48	821,000	-14.30%	53.08	53.11	53.14	56.13	55.25	52.49	38.40	29.54	41.39	31.72	-0.01	-0.05	0.04	1.30
CG	CARLYLE GROUP INC	$60.99	1,210,000	-50.81%	59.41	57.65	55.81	59.77	53.38	65.46	87.18	86.88	78.79	78.64	1.52	1.10	0.42	1.64
CCAP	CRESCENT CAPITAL BDC INC	$14.57	65,000	-61.31%	14.76	14.67	14.25	14.63	15.03	51.10	23.82	35.85	8.23	10.05	0.12	0.17	-0.05	0.48
CGBD	CARLYLE SECURED LENDING INC	$12.55	221,000	-68.74%	12.73	12.78	12.48	12.90	13.71	46.82	7.86	8.73	5.34	3.10	0.04	0.10	-0.06	0.61
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.04	436,000	-44.74%	9.18	9.27	9.13	9.45	9.92	40.74	5.72	5.98	5.56	4.05	-0.03	0.01	-0.05	0.62
STEP	STEPSTONE GROUP INC	$65.95	311,000	-43.66%	64.47	63.72	62.73	62.61	58.85	59.72	91.01	81.87	87.21	68.74	0.81	0.54	0.27	1.43
MAIN	MAIN STREET CAPITAL CORP	$59.81	207,000	-49.64%	60.48	60.20	58.61	61.46	59.49	50.47	15.61	26.40	6.90	4.87	0.33	0.56	-0.24	0.73
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.50	122,000	-5.43%	12.65	12.54	12.20	13.06	13.37	51.37	31.85	45.22	2.30	9.48	0.10	0.13	-0.03	0.51
BENF	BENEFICIENT	$8.81	114,000	-64.15%	6.17	5.94	5.37	4.47	3.50	64.91	83.06	72.48	67.35	57.59	0.75	0.39	0.35	0.33
BBUC	BROOKFIELD BUSINESS CORP	$36.54	28,200	-44.71%	35.94	35.80	34.98	34.25	31.16	58.47	52.97	47.29	49.51	42.31	0.46	0.45	0.01	1.29
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.68	77,000	-52.17%	13.86	13.91	13.88	13.95	13.93	41.69	13.84	23.76	9.62	11.37	-0.03	0.00	-0.04	0.69
CWD	CALIBERCOS INC	$1.46	61,000	-32.22%	1.60	1.81	2.45	3.32	4.52	24.76	5.34	5.48	10.04	3.35	-0.30	-0.32	0.01	0.60
MLCI	MOUNT LOGAN CAPITAL INC	$8.24	52,700	196.07%	8.36	7.95	7.76	N/A	N/A	55.17	72.71	78.36	58.85	68.09	0.18	0.15	0.03	0.21
INV	INNVENTURE INC	$4.22	682,000	-38.56%	4.87	5.11	4.12	4.62	4.93	44.39	6.87	8.33	0.58	4.37	0.01	0.19	-0.19	0.21
GEG	GREAT ELM GROUP INC	$2.45	11,800	-43.27%	2.50	2.57	2.52	2.52	2.27	42.77	36.90	34.92	26.38	22.84	-0.03	-0.00	-0.02	0.23
WHG	WESTWOOD HOLDINGS GROUP INC	$17.60	5,400	-55.37%	18.07	17.29	16.79	17.02	16.49	53.62	67.36	79.47	49.88	70.87	0.46	0.38	0.08	0.53
JHG	JANUS HENDERSON GROUP PLC	$47.64	482,000	-87.80%	46.11	45.18	43.94	44.04	40.55	72.38	91.22	87.66	100.00	91.75	0.93	0.66	0.27	1.36
BCG	BINAH CAPITAL GROUP INC	$2.36	2,200	-74.42%	2.24	2.40	2.08	1.96	2.04	52.85	35.34	32.66	37.10	33.02	0.04	0.07	-0.03	0.13
AMTD	AMTD IDEA GROUP	$1.02	26,000	622.22%	1.07	1.06	1.05	1.08	1.05	44.86	42.31	51.14	17.29	30.79	0.00	0.01	-0.00	0.08
MAAS	MAASE INC	$5.17	2,200	-64.52%	4.54	4.32	3.93	3.76	4.51	69.06	56.49	52.03	98.44	95.53	0.31	0.20	0.11	0.34
PFX	PHENIXFIN CORP	$46.05	1,000	-16.67%	44.37	43.39	43.47	45.92	48.13	61.65	76.62	70.89	87.63	82.66	0.56	0.15	0.40	0.16
BVC	BITVENTURES LTD	$1.20	396,000	-98.04%	1.03	1.03	1.06	1.08	1.06	55.39	47.74	40.62	75.81	70.65	0.02	-0.02	0.04	-0.05
TGE	GENERATION ESSENTIALS GROUP	$1.14	228,000	370.10%	1.04	1.07	1.28	2.08	5.54	49.66	51.85	47.22	79.22	71.89	-0.07	-0.10	0.03	0.36
AURE	PRESTIGE WEALTH INC	$0.31	211,000	-49.40%	0.40	0.45	0.46	0.52	0.47	28.04	3.80	7.58	0.00	0.58	-0.04	-0.02	-0.02	0.59
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$2.82	38,700	91.58%	2.46	2.40	2.82	2.45	1.82	58.06	79.17	61.24	100.00	85.97	-0.05	-0.11	0.06	0.25
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.74	15,300	-71.46%	2.80	2.83	2.82	2.84	2.87	41.79	41.61	41.37	37.17	62.00	-0.02	-0.01	-0.01	0.30
MGLD	MARYGOLD COMPANIES INC	$0.91	4,900	276.92%	0.94	0.96	1.00	0.98	0.94	45.85	35.77	38.69	60.55	62.93	-0.02	-0.02	0.00	0.18
MRCC	MONROE CAPITAL CORP	$6.22	144,000	-17.71%	6.44	6.50	6.59	6.87	6.82	38.16	29.61	39.58	17.79	32.78	-0.06	-0.04	-0.03	0.44
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$169.70	10,200	-58.37%	169.47	142.99	135.69	139.06	140.40	80.98	96.87	96.30	95.45	95.55	12.19	8.97	3.22	0.77
RAND	RAND CAPITAL CORP	$11.35	18,400	-47.43%	14.29	14.46	14.08	14.65	16.23	33.39	5.33	7.63	3.90	2.64	-0.49	0.06	-0.55	0.11
HNNA	HENNESSY ADVISORS INC	$9.34	47,000	724.56%	9.53	9.85	9.83	10.49	10.80	38.09	16.94	13.85	29.33	21.30	-0.19	-0.13	-0.06	0.33
SWKH	SWK HOLDINGS CORP	$17.16	1,600	-78.95%	17.24	17.15	16.72	15.72	15.53	54.45	46.96	48.79	10.17	9.47	0.16	0.21	-0.05	0.27
GROW	U S GLOBAL INVESTORS INC	$2.42	17,200	-71.80%	2.41	2.43	2.45	2.49	2.39	49.16	48.04	44.77	56.86	49.78	-0.01	-0.01	0.00	0.80

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Dec 2025?

According to Zen Ratings, our proprietary rating system that evaluates 115 factors proven to drive growth in stocks and assigns each stock in our system an overall letter grade as well as 7 individual Component Grades for Value, Growth, Momentum, Sentiment, Safety, Financials, and proprietary AI algorithms, the 3 best asset management stocks to buy right now are:

1. Bcp Investment (NASDAQ:BCIC)

Bcp Investment (NASDAQ:BCIC) is the #1 top asset management stock out of 101 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Bcp Investment (NASDAQ:BCIC) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Bcp Investment (NASDAQ:BCIC) has a Due Diligence Score of 38, which is 5 points higher than the asset management industry average of 33.

BCIC passed 13 out of 38 due diligence checks and has average fundamentals. Bcp Investment has seen its stock lose -27.82% over the past year, underperforming other asset management stocks by -29 percentage points.

2. Cion Investment (NYSE:CION)

Cion Investment (NYSE:CION) is the #2 top asset management stock out of 101 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Cion Investment (NYSE:CION) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Cion Investment (NYSE:CION) has a Due Diligence Score of 33, which is equal to the asset management industry average of 33.

CION passed 11 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -17.36% over the past year, underperforming other asset management stocks by -18 percentage points.

Cion Investment has an average 1 year price target of $8.50, a downside of -10.71% from Cion Investment's current stock price of $9.52.

Cion Investment stock has a consensus Strong Sell recommendation according to Wall Street analysts. Of the 1 analyst covering Cion Investment, 0% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 100% have issued a Strong Sell.

3. Federated Hermes (NYSE:FHI)

Federated Hermes (NYSE:FHI) is the #3 top asset management stock out of 101 with a Zen Rating of B. Stocks with a rating of B have had an average return of +19.88% per year. Learn more.

The Component Grade breakdown for Federated Hermes (NYSE:FHI) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: B, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 53, which is 20 points higher than the asset management industry average of 33.

FHI passed 20 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 31.61% over the past year, overperforming other asset management stocks by 31 percentage points.

Federated Hermes has an average 1 year price target of $52.00, a downside of -4.29% from Federated Hermes's current stock price of $54.33.

Federated Hermes stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 20% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 82 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Ofs Capital (NASDAQ:OFS)

Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 25.87%, which is 18 percentage points higher than the asset management industry average of 7.83%. Ofs Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ofs Capital's dividend has not shown consistent growth over the last 10 years.

Ofs Capital's dividend payout ratio of 566.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Great Elm Capital (NASDAQ:GECC)

Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 22.67%, which is 15 percentage points higher than the asset management industry average of 7.83%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of -274.5% indicates that its high dividend yield might not be sustainable for the long-term.

3. Prospect Capital (NASDAQ:PSEC)

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 21.69%, which is 14 percentage points higher than the asset management industry average of 7.83%. Prospect Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Prospect Capital's dividend has not shown consistent growth over the last 10 years.

Prospect Capital's dividend payout ratio of -62.1% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks up?

Asset management stocks were up 0.25% in the last day, and up 2.12% over the last week.

We couldn't find a catalyst for why asset management stocks are up.

What are the most undervalued asset management stocks?

Based on the Valuation rating, one of the 7 components of a stocks overall Zen Ratings grade, which evaluates factors including estimated earnings yield, earnings before interest and taxes/enterprise value, cash flow yield, free cash flow to price, and price-to-earnings growth (PEG ratio), the 3 most undervalued asset management stocks right now are:

1. Virtus Investment Partners (NYSE:VRTS)

Virtus Investment Partners (NYSE:VRTS) is the most undervalued asset management stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Virtus Investment Partners has a valuation score of 71, which is 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -25.48% in the past year. It has underperformed other stocks in the asset management industry by -26 percentage points.

2. Noah Holdings (NYSE:NOAH)

Noah Holdings (NYSE:NOAH) is the second most undervalued asset management stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Noah Holdings has a valuation score of 14, which is -25 points higher than the asset management industry average of 39. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates NOAH a Valuation Rating of "A".

Noah Holdings's stock has dropped -15.62% in the past year. It has underperformed other stocks in the asset management industry by -17 percentage points.

3. Corebridge Financial (NYSE:CRBG)

Corebridge Financial (NYSE:CRBG) is the third most undervalued asset management stock based on its Valuation Rating of B. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Corebridge Financial has a valuation score of 71, which is 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Corebridge Financial's stock has gained 2.03% in the past year. It has overperformed other stocks in the asset management industry by 1 percentage points.

Are asset management stocks a good buy now?

37.68% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 13.25% over the next year.

2.47% of asset management stocks have a Zen Rating of A (Strong Buy), 6.17% of asset management stocks are rated B (Buy), 70.37% are rated C (Hold), 17.28% are rated D (Sell), and 3.7% are rated F (Strong Sell).

What is the average p/e ratio of the asset management industry?

The average P/E ratio of the asset management industry is 41.62x.

WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.

Sectors & Industries Financial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +32.52% per year, and are the best asset management stocks to buy now. Learn More.

Asset Management Stocks FAQ

1. Bcp Investment (NASDAQ:BCIC)

2. Cion Investment (NYSE:CION)

3. Federated Hermes (NYSE:FHI)

1. Ofs Capital (NASDAQ:OFS)

2. Great Elm Capital (NASDAQ:GECC)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest Asset Management Stocks to Buy Now (2025)Top asset management stocks in 2025 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +32.52% per year, and are the best asset management stocks to buy now. Learn More.

Asset Management Stocks FAQ

1. Bcp Investment (NASDAQ:BCIC)

2. Cion Investment (NYSE:CION)

3. Federated Hermes (NYSE:FHI)

1. Ofs Capital (NASDAQ:OFS)

2. Great Elm Capital (NASDAQ:GECC)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +32.52% per year, and are the best asset management stocks to buy now. Learn More.